The Latest

Amanda McGrory-Dixon is a freelance writer based in Denver, Colorado.

Alyssa has eighteen years of financial services industry experience, fourteen of which have been providing financial and wealth management advice and services to institutions and high net worth individuals. Alyssa has been recognized as one of the Top100 Women Financial Advisers in Barron’s in 2009, 2008 and 2007, a top advisor in New York in Barron’s “America’s Top Advisors: State-by-State” in 2008, as well as, one of the Nation’s Top 100 Financial Advisors by Worth Magazine in 2007 and 2008.In 2001, Alyssa joined Merrill Lynch after spending seven years with Citibank and two years with New York Strategy Group, where she managed funds for highly affluent families. Prior to NYSG, Alyssa was the Northeast Region Head of the Citibank U.S. Private Bank Capital Markets Division. Prior to Citibank, Alyssa held positions at Bankers Trust and spent six years at KPMG Peat Marwick where her clients included financial services companies, real estate and large non-profit organizations.Alyssa is Founder and Chair of the Women’s Exchange, a national networking and mentor program for the women at Merrill Lynch with over 600 members. In 2005, Alyssa received Merrill Lynch’s Leadership in Diversity Award. Alyssa has appeared on CNBC and has been featured in multiple publications including Institutional Investor, Corporate Board Member, Working Mother and Town & Country on various topics surrounding personal wealth management.Alyssa received her BS in Accounting from Marist College. Her professional designations include, Certified Financial PlannerTM certification awarded by the Certified Financial Planner Board of Standards, Inc. and has attained her Certified Public Accountant license. She is a registered insurance agent by the States of New York, New Jersey, Connecticut and Florida. Alyssa serves on the Board of Directors of the Girl Scout Council of Greater New York. She lives in New York City with her husband and their three children.\n

Alyssa Meyer is Vice President, Director of Compliance for Raymond James Financial Services. She is responsible for maintaining the firm's policies and procedures, testing their design and effectiveness, ensuring the firm is in compliance with various regulatory bodies, coordinating process improvements that ultimately help financial advisors' manage their risks more efficiently including improving technology for compliance and supervision processes. She started with RJFS in 2001 and has worked in various positions within the Compliance department. Alyssa is a member of the Board of Governors for the Florida Securities Dealers Association and an alternate member of SIFMA’s Compliance and Regulatory Policy Committee.  Alyssa is a native Floridian and graduated from the University of South Florida as a Finance major, specializing in investment analysis and minoring in Management.  She holds the series 7, 24, and 53.

Alvin Heggie, Director, Worksite Market Development at Sun Life Financial U.S., is responsible for the national growth strategy of the company’s Critical Illness and Accident insurance products. He also built the underwriting practice for those products in his prior role as Director, Worksite Underwriting. He joined Sun Life in 2012 with 15 years of experience in the worksite industry across product development, underwriting, risk management, sales, and marketing.\nAlvin holds a B.S. from the University of South Carolina.\n \n 

Attorney Allen Falke is a member of Massachusetts-based Mirick O'Connell's Business and Trusts and Estates Groups. He focuses his practice on tax law and estate and business planning.

Allan S. Roth, a Financial Planning contributing writer, is founder of the planning firm Wealth Logic in Colorado Springs, Colorado. He also writes for AARP The Magazine and has taught investing at three universities. Follow him on Twitter at @Dull_Investing.

Daily, second vice president of clinical and vocational services, oversees the clinical and return-to-work staff, and works closely with The Standard’s medical director, physician staff and consultants. Daily earned a Bachelor of Science degree in nursing from Oregon Health Sciences University in Portland. She also holds a Bachelor of Arts degree in psychology and management from Sonoma State University in Rohnert Park, Calif.